Capital Advantage, Inc

100% Fee Only | Fiduciary Advisors | Investment Management | Financial Planning | Celebrating 40+ Years in the East Bay Area! Capital Advantage, Inc. offers a range of solutions to help you more effectively invest, save, spend, and protect the things most important to you. To determine the right solutions that will best fit your needs, one of our experienced financial advisors will get to know you and your dreams, help you develop a strategy to achieve them, and track your progress along the way, making adjustments as needed. Investment management is an important part of your financial plan. Our investment management strategy is designed to manage and make the most of your wealth through fundamental research, disciplined valuation techniques, and long-term focusand is always motivated by your financial objectives. Financial planning can encompass a number of complex areas, including retirement planning, estate planning, insurance, tax planning, investment management, and cash ma...